Japan: Where to Next?
Maintain an overweight on equities but hedge against yen weakness. Japanese business cycle indicators remain broadly positive, underpinning...
12 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
113 Views
The US And The ‘Axis of Upheaval’
Donald Trump's approach to fulfilling his commitment to end the Russia/Ukraine war is crucial. This approach could directly affect the escalating...
70 Views
Steno Signals #127 – We need a bit of bad news for liquidity to improve
Hope you had a great weekend! Here’s this week’s sneak peek into my thoughts on liquidity trends and how they influence my approach to...
121 Views
Here’s What We Told Hedge Funds This Week – and How We’re Trading It!
Happy Friday!Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
145 Views